See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,861 | $226,064-93.4% | $182,532-91.9% | $152,861-90.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 19.17% | 192.51%-173.3pp | 148.54%-129.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $711 | $4,978-85.7% | $4,076-82.6% | $4,762-85.1% |
| Participant deferral / active EE | $876 | $6,368-86.2% | $5,524-84.1% | $5,850-85.0% |
| Admin fee / account holder | $2,290 | $10,703-78.6% | $8,592-73.3% | $11,596-80.3% |